Latest / Kickin' with The Rickens: Redefining Retirement
DIY Retirement: What Could Be Missing From Your Plan?
Are you managing your retirement like a DIY project when it really needs a blueprint? Heidi Ricken Provost and Gerry Ricken discuss the difference between having an investment strategy and having a complete retirement plan. They explore how emotions can impact financial decisions, the value of tax strategy, risk management, income planning, and why many retirees may be focused on the wrong metrics. The conversation also examines the benefits and limitations of the do-it-yourself approach and how a written retirement plan can help bring clarity to the bigger picture. Get your complimentary…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.